PALMERTON FINANCIAL SERVICES, LLC

PALMERTON FINANCIAL SERVICES, LLC is an SEC-registered investment adviser (CRD 124283). Regulatory assets under management: $8.9M.

Registration

• CRD: 124283
• Type: Registered investment adviser
• Phone: 973-493-5079
• Latest filing: 2026-05-01
• Regulatory AUM: $8.9M
• Discretionary AUM: $8.9M
• Clients: 1
• Accounts: 17

Business model

Compensation: % of AUM.

Clients served: High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 124283 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search